Scheduled report settings

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When creating or editing an scheduled report the following options can be configured. 

SettingDescriptionNotes

Report

The name of the report you are setting up a schedule for. This cannot be changed after the report has been created.

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Data

The Data dropdown allows you to select whether to export All data or select a saved search, if any have been created.

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Export

Choose the Export file format that report data will be saved in.

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Schedule

This setting allows you to select the frequency for running the report. Select from the following:

  • Daily: Select the time the report will be run each day.
  • Weekly: Select which day of the week the report will be run. The report will run at 0:00am on the selected day.
  • Monthly: Select which day of the month the report will be run. The report will run at 0:00am on the selected day.
  • Every X hours: Select whether you want to run the report every 1, 2, 3, 4, 6, 8 or 12 hours.
  • Every X minutes: Select whether you want to run the report every 1, 2, 3, 4, 5, 10, 15, 20 or 30 minutes.

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Audiences

Select Add audiences and choose the audience(s) you want to receive the report. 

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System users

Select Add system user(s) and choose the system user(s) to receive the report. 

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Send to self

Tick this option to send a copy of the report to yourself, via the email address you have registered on the site.

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External users email

Select External users email and type in an individual email address, then click Add email.

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